RightFocus Investments Pvt. Ltd.
Bangalore – www.finatoz.com – 14/05/2022
Salary – 4 to 7 LPA
Associate Financial Advisor
RightFocus Investments Pvt. Ltd. is located in Bengaluru, Karnataka, India and is part of the Management, Scientific, and Technical Consulting Services Industry.
Job Profile & Responsibilities
Understanding customer requirement and creation of a comprehensive Financial plan for the customer. We have an inhouse tool to create the Financial plan.
Analysis of customer’s current portfolio and advising him to sell / redeem his bad assets.
Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.
Review and track the financial plan for the customers assigned to you.
Training the sales team on the basics of Financial planning.
- MBA-Finance / Post graduation in Finance.
- CWM or CFP or NISM IA Level-2.
Desired Candidate Profile
- 2 to 4 years of relevant experience.
- Proficiency in Microsoft Excel will be an added advantage.